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Private Trust Company’s Cavco Industries CVCO Stock Holding History

Private Trust Company’s Portfolio CVCO Stock Details CVCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$12.3K Buy
+20
New +$10.6K ﹤0.01% 1994
2025
Q4 		– Sell
-9
Closed -$5.23K – 2567
2025
Q3 		$5.23K Hold
9
– – ﹤0.01% 2135
2025
Q2 		$3.91K Sell
9
-9
-50% -$4.22K ﹤0.01% 2140
2025
Q1 		$9.35K Sell
18
-1
-5% -$503 ﹤0.01% 1823
2024
Q4 		$8.48K Hold
19
– – ﹤0.01% 1801
2024
Q3 		$8.14K Sell
19
-2
-10% -$789 ﹤0.01% 1797
2024
Q2 		$7.27K Hold
21
– – ﹤0.01% 1798
2024
Q1 		$8.38K Hold
21
– – ﹤0.01% 1720
2023
Q4 		$7.28K Buy
+21
New +$5.99K ﹤0.01% 1777

Other funds holding CVCO

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Private Trust Company's CVCO Position: Q2 2026 in Review

Private Trust Company opened a new position in Cavco Industries (CVCO) in Q2 2026: 20 shares worth $12.3K. The stake represents ﹤0.01% of the portfolio and ranks #1994 among its holdings. This is a return to the name: Private Trust Company previously reported a position in CVCO as recently as Q3 2025.

Private Trust Company first reported a position in CVCO in Q4 2023 and has held it in 9 quarters since. 358 funds tracked by Wall St. Rank hold CVCO as of Q2 2026.

  • Private Trust Company held 20 shares of Cavco Industries worth $12.3K as of Q2 2026.
  • Cavco Industries was a new Private Trust Company position in Q2 2026.
  • Cavco Industries made up ﹤0.01% of Private Trust Company's portfolio in Q2 2026, its #1994 holding.
  • Private Trust Company first reported a position in Cavco Industries in Q4 2023 and has held it in 9 quarters since.
  • 358 funds tracked by Wall St. Rank held Cavco Industries as of Q2 2026.

Based on Private Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.